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Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,040 | $174,379-93.1% | $152,093-92.1% | $138,895-91.3% |
| Participation rate | 85.7% | 81.6%+4.1pp | 77.8%+7.9pp | 79.9%+5.8pp |
| Annual return | 27.80% | 74.86%-47.1pp | 66.36%-38.6pp | 145.39%-117.6pp |
| Employer contribution / active EE | $571 | $4,652-87.7% | $4,175-86.3% | $4,194-86.4% |
| Participant deferral / active EE | $4,900 | $6,159-20.4% | $5,451-10.1% | $6,396-23.4% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |